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Disclosery

Curi Capital, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Curi Capital, LLC on AEP, newest first. How the timeline and the estimate are built.

Curi Capital, LLC held 2,714 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,714 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $371,265.

    13F-HR 0001172661-26-003671 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,742 shares
    Change vs previous 13F -1,113 shares

    0.01% of the 13F portfolio, value $359,374.

    13F-HR 0001172661-26-002229 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,855 shares
    Change vs previous 13F +1,822 shares

    0.01% of the 13F portfolio, value $444,525.

    13F-HR 0001172661-26-000968 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,033 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $228,786.

    13F-HR 0001172661-25-004750 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,633.

    13F-HR 0001172661-25-003361 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).